fund manager views

The case for emerging market (EM) small caps on a long-term basis is compelling.

Are stockmarkets in a bubble or a recession? Well, arguably it is both.

Value stocks may have enjoyed a welcome change in fortunes in recent weeks, but they have been swimming against the tide for years as investors have sought the perceived security of quality and low-volatility stocks.

What is risk? This is a question I constantly pose to myself when trying to assess how best to allocate capital within the fixed income space.

The world is getting ready for the immense impact of 5G technology.

Healthcare stocks served as powerful painkillers during last year’s market declines; while the MSCI World index fell by 8.7%, healthcare stocks grew 4.8%.

In the US, the consumer is king; spending is at its strongest in four-and-a half years, retail sales are up, jobs and productivity figures are steady and wage growth continues.

European equity markets have struggled to perform since the start of 2018 owing to the relaunch of trade wars by US President Trump, coupled with uncertainty surrounding Brexit.

The US political landscape remains deeply divided as Republicans and Democrats gear up for next year's Presidential election.

Brexit discount means strong stocks are cheap